Customer Monitoring

PLEASE NOTE: The smartMonday website will be down for maintenance from 8.00pm (AEST) on Friday 6th August until 1.00pm (AEST) on Saturday 7th August. You will not be able to access smartmonday.com.au during this time and we apologise for any inconvenience this may cause. 

View our different products:

Objective

To provide a return that closely matches the benchmark return before fees and tax.

Investment fees + indirect costs

0.39% pa.

Minimum timeframe

15 years.

Risk level

7 (Very high)

Chance of a negative annual return

6 or greater every 20 years

Returns (as at 30/06/2021)

  • Timeframe Return
     
  • 3 mths 9.38%
  • Financial yr to date 29.97%
  • 1 yr (% pa.) 29.97%
  • 3 yr (% pa.) 12.04%
  • 5 yr (% pa.) 12.84%
  • 7 yr (% pa.) 9.87%
  • 10 yr (% pa.) 10.23%
3 mths Financial yr to date 1 yr (% pa.) 3 yr (% pa.) 5 yr (% pa.) 7 yr (% pa.) 10 yr (% pa.)
9.38% 29.97% 29.97% 12.04% 12.84% 9.87% 10.23%
See past returns
Asset allocation
  • Type Target
  •   Australian Shares 100%
  •   S&P/ASX 300 Accumulation Index 80%
  •   FTSE/ASFA Australian High Dividend Yield Index 20%